Sam Yau, CFP - Raymond James Ltd. - Sherwood Park, Alberta

Barry B.

There are not enough stars to highlight!!!
My wife and I have been in partnership with Sam Yau as our financial advisor since 2008.
Prior to creating our initial financial plan, Sam took the time to get to know us, understand our financial needs, and what our financial goals for the future were.
As the initial plan proved successful and continued to yield positive results, our confidence in Sam's
abilities increased to the point where we have full trust in his abilities and insight into market conditions and thus counsel us accordingly.
Unlike our previous financial adviser, Sam has proven to be very hands-on, focusing on our needs.
Thanks to Sam's dedication to have us succeed, our portfolio has had long-term growth.
Sam Yau and the Raymond James fund managers are highly successful in what they do.
Corina and Jill are very friendly, competent, and helpful.
We enjoy dealing with them.
My wife and I give 4 thumbs up to Sam Yau and staff!

Justin W.

It has been a pleasure to be able to work with Sam, Corina, Jill, and the entire team at Raymond James. To say they are masters at their craft would be an understatement. They have made investment easy and I have felt comfortable working with them for many years.

Sam has an incredible approach to explaining his methods as he keeps me up to date on both my current investments and any future changes. He does a great job of explaining why the changes are being made and putting my worries at ease by teaching me about the factors that go into the changes year by year. Any time I have had questions or needed financial advice, everyone was easily accessible, very approachable, and worked with me quickly and professionally.

I look forward to the future decades working with Sam and his team and I know it will be a prosperous journey. I would happily recommend them to anyone looking for a financial services firm. I am thrilled to say, with no hesitation, that they are the best at what they do.

Ken C.

We have been with Sam since 2008 after moving back from Calgary. He was referred to us by a colleague of Sam's at the time. We are very comfortable with Sam and his team (Corrina and Jill) and trust him whole heartedly with our investments. A few years ago, Sam left one of the big banks to join Raymond James and we followed with him because we share the same values and life philosophies. He has managed our portfolios very well in accordance with our risk levels and exceeded our expectations. We often get a call from Sam as he reassesses the investments and to make adjustments as necessary based on the market conditions while still following our main strategies. We are pleased with Sam's services and would recommend Sam and his team to anyone looking for investment services.

Sonya N.

I am extremely happy that I chose Sam and his team, with Raymond James to manage my portfolio. Their knowledge, expertise and hands on approach, is exactly what I was looking for. The results are evident that they know exactly what they are doing. The level of communication between client and advisor is exceptional!

Tamara B.

I have been working with Sam and his team for almost 8 years, and I couldn't be more satisfied with the service and guidance provided. I trust and value his decisions, knowing that he always has my best interest at heart. What I appreciate most is how Sam keeps me updated on my portfolio and takes the time to explain why he is making certain decisions. This transparency and dedication to educating his clients sets him apart from other advisors. I highly recommend Sam to anyone looking for a knowledgeable, trustworthy, and client-focused financial advisor.

Fred D.

My wife and I have been with Sam, Corina and Jill for many years, even before they were at Raymond James. They have tailored our portfolio to meet our needs with great success. We would not hesitate to recommend this team to look after your needs. They keep us updated on any changes that need to be done and are more than willing to listen to any questions we have.

Ed K.

I first met Sam 8 years ago, while stumbling through the investment world on my own. Previously I had met with two other firms who gave their "pitch" and why they were the best for me - and it felt very awkward. My initial meeting with Sam was effortless, comfortable, informative, and exactly what I was looking for in an investment advisor. Down to earth, real life experiences, philosophies on different investing strategies, and most importantly, passing the coveted first impression "gut feeling" test. My wife and I have not looked back. Over the past 8 years the sincerity from Sam and his team (Corina, Jill, and Deanna who's now retired) continues to shine - they care about you. You're not just a number. Sam routinely assesses our portfolios, looking for opportunities that fit within our comfort level. Communications are always pleasant, and the team is attentive to our needs and requests, even recommendations for our children. Investments can take on many different things you don't typically think about, including estate planning. We are more than pleased working with Sam and his team. Bottom line - they have our best interests at heart, and yes, our returns have consistently met or exceeded our expectations.

Mike F.

I have worked with Sam before he went to Raymond James. He has guided me through my portfolio as I watched it grow over the years. I am so thankful to find someone that I can trust to manage my investments. Thank You Sam and staff.